Membership credits are only redeemable towards the specific service(s) and duration(s) included in the Membership at the time of the client's last renewal payment. It is not possible to create a "half" credit, so if a client wishes to apply their Membership credit to an appointment with a service or duration that is not included in the Membership, the credit will need to be converted to Store Credit that can then be applied towards a service/duration that is not included in the Membership.
To upgrade a client's Membership Appointment:
- Book the client's appointment for the upgraded service/duration.
- Select the client's appointment.
- Select Details to open the client's record.
- Select the Credits tab.
- Select Edit next to their available membership credit and remove 1 credit.
- If you allow credits to rollover, it is suggested that you delete the credit with the nearest expiration date.
- Select Save.
- Select the Account tab in the client's record.
- Scroll to the Store Credit section below the list of transactions and enter an amount matching the value of the service included in the client's Membership.
- Select Apply.
This Store Credit can then be redeemed during appointment checkout, and the client can pay the remaining balance for the upgraded service/duration with their desired payment method. You can find more information on redeeming Store Credit here: Applying Store Credit during checkout.